Microsoft Integrated Financial Model & DCF Valuation
Integrated three-statement model with five-year forecasts, scenario analysis and DCF valuation.
View projectCSUB SBDC · Seeking roles in the San Francisco Bay Area
Advisor.Analyst.AI builder.
I turn numbers and AI into decisions small businesses can act on, pairing financial forecasting with practical tools so owners spend less time on spreadsheets and more time on their business.
MSFT DCF · Implied / share$224.11base case
Base-case EV$1.65TFY2029E
LBO · Sponsor IRR17.4%hypothetical
LBO · MOIC2.23x5-yr hold
FP&A · EBITDA margin36.6%simulated
FP&A · Revenue$11.93M24 months
Client calls / day50+compliance desk
Partners coordinated4SBA · SCORE · Kern · CSUB
MSFT DCF · Implied / share$224.11base case
Base-case EV$1.65TFY2029E
LBO · Sponsor IRR17.4%hypothetical
LBO · MOIC2.23x5-yr hold
FP&A · EBITDA margin36.6%simulated
FP&A · Revenue$11.93M24 months
Client calls / day50+compliance desk
Partners coordinated4SBA · SCORE · Kern · CSUB
Watch
No-cost AI help for small businesses.
The full CSUB SBDC webinar on how owners can use AI for marketing, sales data analysis, and staff scheduling.
Featured work
Analysis, put to use.
Financial models and dashboards built on real methods. Seven case studies in all.
LBO & Acquisition Analysis Model
Leveraged buyout model analyzing acquisition financing, operating projections, debt paydown, exit valuation and sponsor returns.
View projectFP&A Financial Planning & Performance Dashboard
Budget-vs-actual dashboard combining variance analysis, KPI calculations, cash flow monitoring, a rolling 3-month revenue view and scenario analysis.
View projectExplore
More about me.
About
Background in finance, operations, and community advising, plus education and skills.
Read moreSpeaking
Workshops, summits, and networking events, in photos.
See the eventsPress
Featured in The Bakersfield Californian for the AI webinar.
Read the coverageContact
Open to finance, analytics, and applied-AI roles across the Bay Area.
Get in touchCredentials
Always learning.
Job simulations from Goldman Sachs and Bank of America, plus courses from Stanford Online, Oxford and Nottingham Business School.
Goldman SachsControllers Job Simulation
Bank of AmericaInvestment Banking Job Simulation
University of OxfordFinance Fundamentals: Classical & Behavioural Finance
Stanford OnlineDatabases: Modeling and Theory
Nottingham Business SchoolData Analytics and AI for Business Leaders
Let's build something useful.
Open to conversations about finance, analytics, and applied-AI roles across the San Francisco Bay Area.